Mutual Fund Specialist, Private Banking Mutual Fund Specialist, Private Banking …

ConnectedGroup Limited
in Hong Kong
Festanstellung, Vollzeit
Letzte Bewerbung, 24 Nov 20
Negotiable
ConnectedGroup Limited
in Hong Kong
Festanstellung, Vollzeit
Letzte Bewerbung, 24 Nov 20
Negotiable
This is a newly created headcount as the leading wealth management company is under expantion. You will be mainly responsibile for Ultra High Net Worth segment across Greater China region, closely co-work with Senior Relationship Managers and 3rd parties for fund selection , comparision, and market update.

The Role Responsibilities:


  • Task with the full accountabilities from MF product selection, bilingual product research and investment advisory/training to IC and PWM bankers across Greater China region.
  • Identify opportunities to make qualified referrals to Investment Counsellors to ensure that client needs are met.
  • Address and resolve any customer issue or concern presented in an incoming call / meetings. Escalate complex or unresolved escalated customer situations.
  • Provide views on fund selection and deepen relationships with relationship managers.





Ideal Candidate Requirements:


  • Degree holder in Finance/ Economics/ Accounting or related disciplines.
  • 5 years of relevant MF /Investment Advisory and Product Management experience with strong financial product knowledge, asset allocation and portfolio management exposure acquired from Wealth Management/Asset Management sector.
  • Excellent presentation, interpersonal and influencing skills, with ability to elaborate on and explain complex investment/capital market ideas.
  • Independent, goal-oriented and determined as well as customer-driven and service-oriented.
  • Fluent communication skills in written and verbal English, Mandarin and Cantonese.
  • 20-30% frequently travel to China and Taiwan.












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